By Morgan Myrmo: On December 4, 2013, BRE Properties ( BRE ) was solicited by Essex Property Trust ( ESS ) in a $5 billion takeover acquisition. This follows the $2.2 billion acquisition of Colonial Properties by Mid-America Apartment Communities ( MAA ) that closed October 2013. Also, SNL ...
By Elliott R. Morss : Introduction When it comes to investing, there are few sure bets. But there is one sure bet: The Fed will reduce its monthly purchases of securities and US interest rates will rise. The question then becomes what this means for investors. I addressed this in my last article on
facilities, hospitals and life science buildings. On October 21, 2013 (after market close) I published The U.S. REIT Market: IYR Ripe For A Pullback , which stated the thesis that rising rates, specifically that of the 10-year U.S. Treasury bond, as
By Stone Fox Capital: Being a numbers guy, the huge decline to lows not seen in over 10 years is rather shocking for Annaly Capital Management ( NLY ) . The company has slashed the dividend, but nowhere near the low levels reached back in 2005 and 2006 when the stock held at much higher levels. The
By Morgan Myrmo: As intelligent beings, we live our lives by planning ahead to increase our chances of survival. As such, smart motorcycle drivers wear helmets and smart drivers stop at red lights, while smart workers save money and smart kids plan for college. As the old adage states "better safe
By Morningstar : The lackluster performance of REIT funds this year has been a sharp contrast from their previous market-beating returns since 2009. REIT exchange-traded funds like Vanguard REIT Index ETF ( VNQ ) outperformed the S&P 500 in each of the past four years, often by a significant ...
By Christopher Lum Lee : Healthcare Trust of America, Inc. ( HTA ) is a publicly traded REIT that is one of the largest dedicated owners of medical office buildings in the country. Formed in 2006, HTA has been headquartered in Scottsdale, Arizona since becoming self-managed in 2008. HTA has ...
By Eric Parnell : It has been a marvelous year for stocks. From the beginning of 2013, the U.S. stock market as measured by the S&P 500 Index exploded higher and never looked back. But for those investors that were allocated to anything other than the stock market, the year has taken on a far more
By Thomas Sobon : The Market Performance of the REITs By the way the REITs performed in the market this year you'd think that Mr. Rubric and not Mr. Market was in charge of pricing stocks. On June 28, I wrote an article called "What's Wrong with the REITs?" and stated that during the month of May
domestic real estate market. IShares Dow Jones US Real Estate IYR is the only large REIT ETF to ..... prison, and timber REITs. IYR includes these REITs, which ..... than the real estate market. IYR is the most liquid REIT ETF